Opinions

Peter Hodson Pinterest PINS-N TOP PICK Nov 17, 2020

It's not social media, but it's really a pre-shopping site that helps consumers decide what stuff to buy. Advertisers love this. They just exploded their ad revenue. User growth is off the charts. PINS is becoming profitable unlike many social media companies.

Peter Hodson

Owned

Unlock Rating

$63.310

Stock price when the opinion was issued

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BUY

Communications and social media spaces are growing rapidly. This one has the most upside. It's extended, and could have pullbacks, so you have to be able to stomach that. Great company. Will likely get a chance to buy on a pullback, and he'd buy.

DON'T BUY

Likes the product. Concern is one of scale. How much bigger can it be, and how compelling is the product? Likes the cyclical aspect of increased ad revenues. Better ways to get access to those revenues, such as Google or a media content library owner.

BUY

It's surged from $34 to $84 since the TikTok deal collapsed, and now trades at 20x sales--one of the priciest stocks around. He'd like Microsoft to buy Pinterest. PINS benefits from a shift to kinder social media, post-Trump.

HOLD

Hold it. You could get a bump up if ***. This could be taken over down the road.

COMMENT

It is an interesting name. It is very focused on particular interest groups in the social media space. It did well during the pandemic and has pulled back. He does not think it will gain market share from the other social media companies. He would prefer FB-Q or GOOG-Q.

COMMENT

Rumours that PYPL is looking to purchase it around $70 a share. Pretty big nut for PYPL, but it would fit nicely into their model. He owns PYPL instead, and would consider buying more on a further pullback.

DON'T BUY

An expensive stock and he doesn't see a catalyst for these shares to rise.

BUY

The only social media platform to emerge from Q3 unscathed. It's now entering into a cooperation agreement with an activist firm that took a large stake in Pinterest last summer. Elliott Stikeman has a track record of unlocking value. Also, they just got a new CEO.

PARTIAL SELL

In just 3 months, this has jumped from $25 to $37. Take some profits.

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Peter Hodson Pinterest PINS-N TOP PICK Nov 17, 2020

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